Senior Investment Associate

  • £Exc + Bens GBP
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Meredith Brown Associates
  • 07 Aug 18 2018-08-07

Our client, a highly regarded Investment firm with circa $23Bil of Asset under Advice is looking to add to their investment capability by hiring a Senior Investment Associate.

Role & Responsibilities

  • You will work in small team to specify, develop and execute clients’ investment strategies.
  • This will involve, among other things:
    • Setting of long-term asset allocation targets
    • Evaluation and selection of third-party investment managers
    • Design and oversight of derivative overlay strategies
    • Research and generation of tactical asset allocation ideas
    • Attending client meetings to report on investment performance and discuss investment strategy.
  • Participating in pitches to prospective clients, performing due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop our technological capabilities.
  • You will also be expected to take an active part in on-going projects and mentoring more junior members of the team.

Background & Experience

  • The ideal candidate will be an intellectually curious team player with strong analytical skills and an active interest in investments and capital markets.
  •  Previous investment research experience, either in an investment bank, asset management firm, or investment research house is a pre-requisite
  •  Demonstrated ability to write in a clear and structured manner to produce high-quality professional client-facing documents
  •  You will have a graduated with a 1st class or 2:1 degree from a leading university and   ideally be studying towards or have completed the CFA or CAIA qualifications
  •  Strong numerical and system skills with a particular focus on Excel
  •  Able to work within a rigorous investment process

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted